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UNH

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
2026
Blue Square Asset Management
New York
$239K – – –
TA
2027
Trellis Advisors
Washington
$238K +$11.1K +36 +5%
SGK
2028
Steigerwald Gordon & Koch
Virginia
$238K +$235K +764 New
ST
2029
Sabal Trust
Florida
$237K +$12.3K +40 +6%
FAM
2030
Flaharty Asset Management
Florida
$235K -$3.69K -12 -2%
CMANY
2031
Capital Management Associates (New York)
New York
$234K -$92.2K -300 -29%
FA
2032
Fortis Advisors
Pennsylvania
$234K – – –
MC
2033
Matisse Capital
Oregon
$234K – – –
OWM
2034
Orgel Wealth Management
Wisconsin
$234K – – –
JCM
2035
Jag Capital Management
Missouri
$232K – – –
BIA
2036
Barry Investment Advisors
Massachusetts
$232K +$11.1K +36 +5%
FANJ
2037
Financial Architects (New Jersey)
New Jersey
$232K +$46.4K +151 +26%
POIA
2038
Pin Oak Investment Advisors
Texas
$232K +$196K +638 +596%
BRM
2039
Boston Research & Management
Massachusetts
$230K – – –
NCM
2040
Noesis Capital Mangement
Florida
$230K – – –
CCP
2041
Cardan Capital Partners
Colorado
$229K – – –
RM
2042
Resource Management
Louisiana
$229K +$225K +734 New
EWA
2043
ERTS Wealth Advisors
Michigan
$228K -$90.6K -295 -29%
SWM
2044
Stockman Wealth Management
Montana
$228K -$16.6K -54 -7%
LI
2045
LVZ Inc
Michigan
$228K +$224K +730 New
HWM
2046
Howard Wealth Management
Connecticut
$226K -$14.4K -47 -6%
CCM
2047
Chickasaw Capital Management
Tennessee
$226K – – –
BIA
2048
BHK Investment Advisors
Alabama
$226K +$223K +725 New
KLCM
2049
KG&L Capital Management
Louisiana
$226K +$223K +727 New
WIP
2050
Wellesley Investment Partners
Massachusetts
$226K +$223K +727 New
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